本週市場動察:九週連漲遇上大拐點,市場開始問「成長快不快」 AVGO Q3 AI 指引 160 億落差市場預期 172 億,引爆半導體連環殺——Nasdaq 週跌 3.9%,QQQ 倉日計數接近警戒線。CANSLIM 篩選:1,176 檔掃描,53 支通過,Near Pivot 0 支——多頭受壓但支撐未破。
Weekly Market Observation: Growth Stocks Hold Firm, Semiconductors & Power Infrastructure Lead Eight straight weekly gains — SPY +1.62%, QQQ +2.28%, VIX 16.64. Of 1,201 stocks screened, 85 passed all six criteria (7.1%). Three themes: AI Semiconductors, Power Infrastructure, Clean Energy. Near Pivot at zero signals healthy digestion; 7 second-entry pullback setups identified.
本週市場動察:峰會行情高開低走,電力基建連兩週獨領風騷 峰會成果比預期薄,債市對美中高峰會議結果失望。605 支掃描,89 支通過六項嚴格標準。電力基建連兩週主導,PWR 四份清單稱霸,資安 SaaS 回血訊號初現。
Weekly Market Pulse: Summit Rally Fades, Power Infrastructure Leads for Second Straight Week Summit produced thinner results than markets priced in. Bond market disappointed. 605 scanned, 89 passed six rigorous criteria. Power infrastructure led for a second week; cybersecurity / SaaS rebound emerging as a potential third theme.